fast track implementation of peoplesoft campus solutions track implementation of campus... ·...
TRANSCRIPT
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Fast Track Implementation of PeopleSoft Campus Solutions
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First Things
! What’s Rapid Implementation? ! Depends on who you are:
! Greenfield University? ! Smaller University with limited number of programs? (Say less then
2,500 students and 10 programs) ! Middle sized University with a full set of programs (Say up to 10,000
students and 25-30 programs) ! Large university with multi-campus presence? (More than 10,000
students)
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If you’re a Greenfield University
! Adopt business processes and standards from the product ! Extensive supporting documentation for configuration and
deployment ! Based on best practices from past implementations ! That was easy!
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If you’re a Smaller or a Midsized University…
! Why does implementation take so long?
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Drilldown
! Gap Analysis: takes University users a long time to sign off on Requirements and gaps.
! Customization: Can we control and minimize the extent of customization?
! Data Provisioning/Migration/Verification: Esp. a challenge in legacy/manual systems
! User Acceptance Testing: Do we have the skilled resources in the University to complete the UAT on time?
! Production Readiness: Are all the other pieces in place?
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So what does this mean?
Need to strengthen this to
address this
Need to strengthen this to
address this
Control this
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The importance of process
! The implementation methodology – what are we going to do, when, and how.
! The Techlogix CSX Methodology: ! Developed over 3 years of delivering PeopleSoft Campus Solutions in
11 universities ! A set of templates and best practices that have repeatedly delivered
breakthrough project performance ! Validated across and customized in real life implementations ! Tuned for a variety of university types (public, private, large general,
small focused etc.) ! Used in implementations in Pakistan, Malaysia and Thailand
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CSX Overview
! 9 Stage process that governs the entire solution lifecycle ! Based on PMI principles but heavily customized for implementing
PeopleSoft Campus Solutions ! Techlogix CSX Methodology consists of:
! Project Governance methodology ! Detailed description of activities, roles and outputs of each stage ! Artifacts and templates for all deliverables ! Project team resource requirements (both University and Techlogix) ! Enabling tools (document repository, issue and defect repository) ! Process delivery metrics
Planning Ini)a)on Analysis Design Build Test Deliver Rollout Support
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Solution Implementation Team
Resource Type Responsibilities
Project Manager
! Oversees the Campus Solutions implementation as defined by CSX
System Architect ! Configurations Design ! Custom Extensions Design ! Interface Design
Analysts
! Rules, Policies and Process Analysis ! Coding Schemes ! Configurations Design
Developers
! Data Validation and Loading ! Development of interfaces and custom
extensions ! Quality assurance
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Project Deliverables: Summary
Initiation
& Planning
Analysis
& Design
Build &
Test Deliver,
Rollout & Support
• Contract Finalization
• Pre-Implementation Training
• Infrastructure Planning
• Implementation and Governance Plan
• University Team Finalization
• Change Management Strategy
• Communication Plan
• Requirement Engg.
• High Level Design
• Master Data Gathering
• Conversion Strategy
• Interface Strategy
• Testing Strategy
• Configuration
• Data Cleansing and Conversion
• Interface Programs
• Report Building
• Security Management
• End User Training Plan
• User Training Materials
• Testing Strategy & Scripts
• Pilot
• End User Training
• Final Data Conversion
• User Acceptance Testing
• Cutover to Production
• System Retirement
• Go Live Acceptance
• Support Plan
Techlogix Team
University Team
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But its not just the process…
! The Implementation Team (both University and implementer) ! Building a strong implementation team – functional and technical ! Managing the mix between the internal team and the vendor team
! Delivery management & oversight: ! Partnership with Oracle Customer Care to provide project assurance
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But its not just the implementation itself…
! Implementing PeopleSoft Campus Solutions itself ! Managing the migration from the existing system (if any) to the
new ! Orchestrating the infrastructure changes required by newer
systems ! Resourcing the people that will implement and manage all of this ! Managing the internal organizational change to roll this out
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Migrating to the new system
! Provisioning master data ! Data enrichment ! Data migration ! Scheduling Go-Live
! Infrastructure ! Training ! Synchronizing with the academic calendar
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Migrating to a mission critical IT infrastructure
! New hardware ! Data center provisioning ! Overhaul of networking infrastructure ! High availability across hardware, data center and networking ! Managing security ! Disaster Recovery ! Operations and Maintenance across this new more complex
hardware, networking and applications environment – where’s the HR to do this?
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Resourcing People and Managing Change
! What is the immediate term and long term Operations & Maintenance model? (there’s a 6-12 month resource spike you need to manage)
! Who will drive the people, process, organization and cultural change not just in the Go-Live but in ongoing upkeep and maintenance of the system on a semester by semester basis
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Moving to a Managed Services model…
! Hardware required for Campus Solutions (Servers & Storage) ! Placement of hardware in Tier 4 Data Center ! Placement of Disaster Recovery (DR) hardware in a DR site ! Operations and Maintenance cost for Hardware ! Managed services for PeopleSoft Campus Solutions to keep
system operational ! Optional:
! Oracle Technology annual support charge ! PeopleSoft Campus Solutions license annual support charge
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Returning to the implementation challenge
! Implementing PeopleSoft Campus Solutions itself ! Managing the migration from the existing system to the new ! Orchestrating the infrastructure changes required by newer
systems ! Resourcing the people that will implement and manage all of this ! Managing the internal organizational change to roll this out ! Managing the project and synchronizing all these work tracks to
converge at a single point in time
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Synchronizing work streams
! Your teams WILL silo ! You need a steering committee with IT, business and vendor
participation which is looking across ALL these issues ! This means a committee in which the hardware vendor, the
networking vendor, the system integrator, IT, the business, HR etc. are all sitting together
! This is NOT the Campus Solutions steering committee
! Lack of synchronization amongst these streams is a principal reason for delays, extensions in plans etc.
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Key Takeaways
! The product is there. Fast Implementation is the challenge both from a cost and time perspective
! Understanding local constraints (specific to each country in the region) while still delivering on global standards of excellence
! Implementation: ! University Team & detailed Product Training ! Starting work on data provisioning and migration upfront ! Minimizing customization
! Infrastructure: ! Delivering on the infrastructure itself ! Synchronizing multiple vendor work streams
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Some of the key lessons that shaped our approach
! Start Data Cleansing Early – Data Migration can turn ugly ! Ensure that the Customer takes Change Management Seriously –
It can be the difference between success and failure ! Ensure that the client commits its best resources for the project ! Testing should be thorough and real (“week in a life”) ! Ensure that the implementation does not throw out those
systems/processes that have worked well for the client ! Avoid scope creep: say ‘later’ not ‘no’ ! Focus on the critical matters: prioritize ! Facilitate quick decision making: decision paralysis has sabotaged
many implementations
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Thank you for your time
BOSTON BEIJING DUBAI KARACHI KUALA LUMPUR LAHORE ISLAMABAD